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Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
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QuickBooks intercompany transactions: How to manage multiple entities efficiently
Learn what QuickBooks intercompany transactions are, why they matter, how to manage them, and how Method helps streamline workflows across all your entities.
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QuickBooks Desktop discontinued: Next steps for Desktop users
Is QuickBooks Desktop discontinued? Find out everything you need to know about the future of QuickBooks Desktop in this blog.
Latest posts
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Does QuickBooks have an approval process?
This blog post explains how to enable approvals and how to complement the limitations of some QuickBooks plans
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Invoice approval software QuickBooks: Your best alternative
This blog explains how to set up invoice approval in QuickBooks and how an integration complements its limitations.
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How to enable an approval workflow in QuickBooks Online
This blog covers how to enable an approval workflow in QuickBooks Online.
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How to add a signature in QuickBooks Online
See how and why QuickBooks Online users need e-signature capture.
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How to add signature line on QuickBooks invoice
Although QuickBooks has become a staple accounting software, signature capture is not yet possible without integrated apps. See how to implement it today!
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QuickBooks signature capture: How to make it possible
Approving estimates and invoices is much easier with digital signature capture. This blog explains how to make that possible in QuickBooks.
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Electronic signature QuickBooks Online: What you need to know
A QuickBooks electronic signature allows you to close sales faster, sign contracts faster, and build trust with your customers.
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DocuSign QuickBooks integration: A better way
A DocuSign QuickBooks integration allows you to sign invoices and estimates digitally. This app integration will help you get paid quicker and easily.
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How to add signature line in QuickBooks
Digital signatures can help you save time and improve customer experience. Learn how to add signature line in QuickBooks with the Method CRM!
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How to make a great customer experience: The ultimate guide
Figuring out how to make a great customer experience doesn’t need to be a headache. Win your customers’ hearts through 8 simple steps!
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How to enhance customer experience: 8 actions to take
Learn how to enhance customer experience and land more sales for your business!
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How CRM increases customer satisfaction: Top examples
Better satisfy your customers with a customer relationship management (CRM) system! See examples here.